Quickstart
Complete quickstart guide to get set up with Notis in minutes.
Notis is a powerful AI assistant that can handle your busy work, integrate with all your existing tools, and act like having up to 10 extra people on your team. With Notis, you have a contact inside WhatsApp, Telegram, email, or SMS that you can talk to—and it takes care of your tasks.
Here's what you can do:
- Send a voice note and turn it into tasks
- Brain dump social media ideas
- Draft blog posts or newsletters on the go
- Get automatic meeting prep briefings
- Create follow-up tasks from meeting notes
Key features: Transcription, multilingual support, image and document support, long-term memory, deep search, reminders, and built-in automations.
Onboarding
- Visit notis.ai and click "Start for free"
- Enter your email address and phone number
- Choose your use cases (e.g., note taking, task management, social media)
- Scan the QR code or click the button to open your messaging app
- Press Start in the chat and validate your phone number
- Notis will walk you through a quick setup based on your selected use cases
- Connect your apps (Gmail, Google Calendar, Todoist, etc.) when prompted
Connect Notion
You have two options for connecting Notion:
Option 1: Use Notis Second Brain (Recommended)
The easiest path with a clean, optimized structure.
- Select the Notis Second Brain option during onboarding
- Open the Notis Second Brain template link provided
- Click "Start with this template" to duplicate it to your Notion workspace
- Return to Notis and confirm you've duplicated the template
- Click the link Notis provides to grant access
- Select the "Notis Second Brain" page in your private section
- Allow access—Notis will sync your databases automatically
Option 2: Use Your Existing System
If you already have a Notion setup you love:
- Select "Use your own system" during onboarding
- Choose the pages and databases you want Notis to access
- Remember: Notis will have access to all subpages and databases within the pages you select
Before connecting your own pages, make sure:
- The pages contain at least one database
- All databases are named differently
- If you have more than 20 databases, activate them in the portal
Record Your First Tasks and Notes
Once connected, you're ready to start using Notis. Send a voice message to:
- Track tasks: "Create a task to remind me to finish my review" → Notis saves it to your task manager
- Capture notes: Share a thought and Notis will organize it in your Notion notes
- Brainstorm content: "Come up with five thumbnail ideas for my video" → Notis creates and tracks them
Try it now—send a voice note with a few tasks you want tracked!
Set Up Your First Automation
Automations let Notis work for you in the background. Here's how to set up a Meeting Prep automation:
- Ask Notis for a link to your portal
- Go to Automations → New Automation
- Name it "Meeting Prep"
- Add your automation prompt (here’s the one used in the video)
- Set the channel to Email
- Set the trigger to Google Calendar → Events starting soon
- Set the countdown window (e.g., 30 minutes before)
- Click Create
Now, 30 minutes before any meeting, Notis will automatically send you a briefing with:
- Meeting purpose and context
- Prior communication history
- Attendee research
- Questions to ask and opportunities to explore
The Notis Second Brain System
If you chose the Notis Second Brain template, here's what's included:
- Areas — Organize different aspects of your life/work
- Projects — Track ongoing initiatives
- Tasks — With a built-in calendar view
- Notes — Capture thoughts and ideas
- Bookmarks — Save links and resources
- Meeting Minutes — Store meeting notes
- Social Media Calendar — Plan and track content
- Features & Bugs — For product work
- Subscriptions & Expenses — Track spending
- Contacts & CRM — Manage relationships
- Personal Journal — Daily reflections
- Grocery List — And yes, even groceries
Pro tip: Each database can have custom instructions. For example, in your Social Media Calendar, you can define how posts should be formatted for LinkedIn, Instagram, Facebook, etc. When Notis creates a post, it will follow your custom instructions automatically. Simply set your instructions in the description of the database or the description of it properties. Learn more.
Create Your First Reminder
Reminders ensure you never forget important follow-ups:
- Send Notis a message like: "Create a reminder for December 13th to send a follow-up from my meeting with Matt. I'd like to brainstorm workshop ideas."
- Notis will confirm the reminder is set
- When the time comes, Notis will message you directly in your chat
You can manage all your reminders from your Notis portal.
That's it! You're now set up with Notis. Start delegating your busy work and enjoy having an AI assistant one message away.